Clio Draft
Clio Draft: A focused legal drafting workflow for firms that already use Clio Manage. Ranked #10 of 31 in Legal Document Automation Software by our editors (8.2/10); pricing: Pricing on request; best for clio firms automating forms and templates.
At a glance
- Editor score8.2 / 10
- PricingPricing on request
- Best forClio firms automating forms and templates
- Questionnaire builderYes
- Founded2008 · Greater Vancouver, British Columbia, Canada
- Facts checked20 Sep 2026
Where it wins
- Converts Microsoft Word documents into reusable templates
- Automates questionnaires, conditional logic, and document-set population
- Supports PDF/DOCX downloads, e-signatures, and Clio Manage sync
Where it doesn't
- Pricing uses a contact-sales model
- Integration coverage centers on Clio Manage
- Browser-based access is limited to the web platform
Our verdict on Clio Draft
Clio Draft is a cloud-based legal document automation platform for law firms. It converts Microsoft Word documents into reusable templates, provides fillable court forms, gathers client information through questionnaires, and populates document sets. Legal teams can also store reusable clauses, apply conditional logic, download completed documents as PDF or DOCX files, and collect built-in electronic signatures. It is best suited to Clio firms that want repeatable drafting and form-completion workflows connected to matter data.
The workflow is centered on converting existing Microsoft Word documents into templates rather than requiring firms to start from scratch. Questionnaires can map client responses to document fields, while conditional logic supports different drafting paths. The court forms library and automated form population are useful for recurring legal processes, and document-set population extends the workflow across related files. These capabilities make Clio Draft a fit for firms with structured, repeatable documents and forms.
Clio Draft uses contact-sales pricing. The published plan information lists a single Clio Draft offering with AI-assisted Microsoft Word template creation, a court forms library, AI-powered questionnaires, document-set population, built-in e-signatures, and Clio Manage integration. Integration is a key buying consideration: contacts and matters can sync with Clio Manage, but the listed ecosystem connection is focused on that platform. Firms already working in Clio Manage should find the fit more direct; teams seeking broader integrations or a standalone web document automation system may want to compare alternatives.
Your product? Our editors can test Clio Draft in depth and publish a review, labelled as paid · from $149/mo →
Clio Draft pricing
All 1 Clio Draft plans and prices →
Clio Draft fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Questionnaire builder | Yes |
| Conditional logic | Yes |
| Clause library | Yes |
| Microsoft Word export | Yes |
| E-signature integration | Yes |
| API access | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR, HIPAA, SSO/SAML, 2FA |
| Support | Email, Live chat, Phone, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: Clio Manage |
| Pricing | Pricing on request (source) |
| Website | clio.com |
| Facts checked | 20 Sep 2026 |
Clio Draft integrations
Clio Draft lists 1 integrations on its own site.
- Clio Manage
Alternatives to Clio Draft
- ClauseBaseA deep automation suite for legal teams, with contact-sales pricing and broad integration options.9.4
- XpressDoxFlexible legal document automation with Word-centered authoring and deployment options.9.2
- GavelBroad workflow automation with document generation, integrations, portals, and an API.9.1
See all Clio Draft alternatives →
Also Ranked In
Clio Draft is ranked in 4 of our directories.
Used Clio Draft? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Clio Draft for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Clio Draft is listed in our Legal Document Automation Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/clio-draft/"><img src="https://www.itechguides.com/best/badge/clio-draft.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update